Firm Profile

Sutter Tax, Financial & Insurance Services, Inc. is a full service Financial Services organization. We take great pride in assisting our clients with Tax & Financial Services to include Bookkeeping, Tax Planning & Preparation services, Business Entity Formation & Consultation, Audit & Tax Resolution services, Tax & Social Security planning, Life Insurance needs analysis and placement, and Retirement & Income Planning. Our advisement and planning service offerings also include Tax Subsidy & Health Insurance coordination analysis with respect to the Affordable Care Act (Obamacare), as we are also a licensed independent brokerage of Health Insurance products for Individuals, Seniors & Small Business.

Staff Profiles

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Lisel A. Sutter, EA                      President & Founder

Lisel Sutter, EA is the Principal in this 2nd Generation, family owned and operated Financial Services business. Her philosophy is that Tax Preparation is one very small yet important piece of the Financial puzzle. Creative Financial & Tax strategies must be employed and examined on a regular basis, giving the client the full financial attention they deserve and need.

While most tax advisors simply process information year after year, Sutter Tax & Financial works with you toward a long term, workable financial plan to minimize tax liability & maximize overall financial success.

Lisel prides herself in her ability to communicate complex financial concepts to her clients, and most importantly, cherishes the close and long-term relationships that she forms with those she works with. She believes the key to financial success is having the ability to make a plan that is simple for all to follow, fits the clients unique needs, and that is workable for both the short and long term.

 

Adam Sutter, CRTP              V.P. of Accounting

Adam Sutter, CRTP is the Vice President of the Accounting Department at Sutter Tax & Financial, and is the 3rd Generation in this family owned and operated Financial Services business.

Adam is a Certified Registered Tax Preparer with an AFSP Completion record from the IRS.  He is also a Financial Advisor holding both Life & Health Insurance licenses in the State of California, as well as in the State of Idaho.  He works closely with his clients to both minimize their tax liabilities, as well as to promote planning for their Financial futures. His specialty is educating Young Professionals who are new to owning a small business, who need guidance for setup and implementation to ensure that their companies are compliant and to ensure their overall success.

 

Fred A. Scheid, CRTP          V.P. of Operations

Fred Scheid, CRTP is the Vice President of Operations.  He is a Certified Registered Tax Preparer with an AFSP completion record from the IRS.  Fred is a seasonal Tax Preparer who specializes in working with individuals and retirees.  He is also very experienced and skilled in the area of Small Business.

 

 

 

 

 

Brooke Sutter                    V.P. of  Marketing          Social Media Director

Brooke Sutter is the Vice President of the Marketing Department, and is the 3rd Generation in this family owned and operated Financial Services business.  Brooke’s speciality is in Marketing and Design, with an emphasis in Graphic Art and Social Media.  She is highly skilled in the area of Customer Service, and also functions as Office Manager for the company.